Tom Speight*

Tom Speight*

President
 

 

  • 20 years in the financial services industry
  • Graduate of Bob Jones University with Bachelors in Accounting
  • Graduate of Birmingham University in England with a Graduate degree in Business Administration
  • Former Goodwill Ambassador to England
  • Rotarian Scholar
  • Qualifying Member, Million Dollar Round Table*   (2019)^
  • Member, New York Life President’s Council (2009)
  • Member, New York Life Executive Council (2010 -2018)
  • Investment Adviser Representative with Eagle Strategies LLC, A Registered Investment Adviser
  • Registered Representative with NYLIFE Securities LLC
  • Retirement Income Certified Professional (RICP®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Various awards at New York Life in Norfolk and Stein Financial Group in Virginia Beach
  • Past member of the National Society of Tax Professionals
  • Past President of Chesapeake Tax & Accounting Service
  • President of Meals on Wheels of Chesapeake
  • Vice President of Chesapeake Commission of Health and Well Being
  • Past President of CHIP of Hampton Roads
  • Active involvement in local non-profit organizations.
  • Married to Barbara, also from England, with one daughter, Victoria and twin sons, Jon and Chris.

 

 

 

 

*Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.

^ MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

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